See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,624 | $91,538+19.8% | $129,995-15.7% | $75,163+45.8% |
| Participation rate | 64.7% | 71.4%-6.7pp | 78.5%-13.8pp | 67.2%-2.5pp |
| Annual return | 16.41% | -631.11%+647.5pp | -137.18%+153.6pp | 160.62%-144.2pp |
| Employer contribution / active EE | $3,068 | $2,845+7.8% | $4,320-29.0% | $2,670+14.9% |
| Participant deferral / active EE | $7,195 | $4,341+65.8% | $5,820+23.6% | $4,125+74.4% |
| Admin fee / account holder | $4,799 | $6,790-29.3% | $10,614-54.8% | $5,651-15.1% |